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ANTHONY INVESTMENT MANAGEMENT, LLC
CRD 161784
2-22ND STREET, SUITE 306, WHEELING, WV, 26003, United States
Phone
(304) 905-1394
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$73.5M
Discretionary AUM
$73.5M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $24.9M |
| High net worth individuals | 18 | $47.9M |
| Charitable organizations | 1 | $445K |
| Corporations/business entities | 2 | $299K |
All web addresses on file
Official SEC filing: View on IAPD